Equities

Researcher CFRA awards the Natixis Vaughan Nelson Select ETF (VNSE) with its 5-star rating, based on performance, reward potential and risk mitigation.

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.

Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Quantifying a fund’s tax costs can be an important differentiator, but is much more difficult to assess than investment management or advisory fees.

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.

Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.

In an interview with the NYSE, PM Scott Weber explains the disciplined process behind the innovative Natixis Vaughan Nelson Select ETF (VNSE).

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

Shorter-term volatility and longer-term structural growth tailwinds for the emerging world as it emerges from the pandemic are explained.

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

When considering ETFs, know how premium/discount is calculated — and look at other factors

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.